【SAMCHEM 5147 交流专区】森化集团

merickc2

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bkchai68

这间公司samchem仍落后大市 ,股海宝藏值的买入,它拥有良好的基本因素，包括经验丰富的管理,便宜的估值、雄厚的每股现金,高周息率以及会在2010财政年恢复更稳健的盈利增长,笔者认为有基本因素支持而股价大涨的二线股,因此，现在选股应该更著重在管理层以及估值良好公司，因为它们会股市调整时，更具备抗跌的能力,ipo估值 RM 0.71,开始累积SAMCHEM的股票,稳健盈利、便宜估值、广泛的分销网络、庞大的客户群众、品牌和良好研发能等。制造业原料公司.因为全球经济将会显著改善, 复苏

bkchai68

http://www.samchem.com.my

bkchai68

Samchem became the distributor of PU chemicals from Shell EP (Singapore) throughout Malaysia.
Samchem secured BP Chemicals (Malaysia) Sdn Bhd and Exxon Chemical (M) Sdn Bhd as its major suppliers.

merickc2

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icy97

森化集團‧市佔率居冠

大馬  2012-01-20 19:51
（吉隆坡20日訊）森化集團（SAMCHEM,5147,主板貿服組）貴為國內領先化學品貿易公司，貿易產品主要是聚氨酯、媒介和特殊化學品，雖然有關領域充數多家同儕，但該公司卻擁有最大市佔比例，達33%，而且盈利來源非常均勻，單一客戶佔銷售比皆不超過5%。

森化集團供應商包括埃克森美孚（Exxon Mobil）、蜆殼石油公司（Shell）、巴斯夫國油（BASF Petronas）和OPTIMAL化學等知名業者，讓產品素質和貨源享有保障，自1989年成立以來，該公司已憑著優越分銷紀錄建立起龐大分銷網絡。

該公司盈利目前雖主要來自國內，但自該公司在2010年將大馬業務模式複製到印尼和越南以來，兩國貢獻在短短兩年內增加至30%，抵銷大馬銷售放緩顧慮。

雖然森化集團目前沒有正規派息政策，但管理層在2010財政年宣佈30%派息率，假設30%派息政策繼續維持，淨週息率可達誘人的6%，即使用目標價計算，週息率也有3.9%，頗為誘人。

主評：益資利研究
評級：買進
目標價：1.10令吉

（星洲日報／財經）

icy97

SUMMARY OF KEY FINANCIAL INFORMATION

31/12/2011

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/12/2011	31/12/2010	31/12/2011	31/12/2010
		$$'000	$$'000	$$'000	$$'000
1	Revenue	129,356	129,854	509,662	470,545
2	Profit/(loss) before tax	3,317	7,129	25,927	21,112
3	Profit/(loss) for the period	2,785	6,002	19,230	15,884
4	Profit/(loss) attributable to ordinary equity holders of the parent	2,790	5,260	17,601	16,099
5	Basic earnings/(loss) per share (Subunit)	2.05	3.87	12.94	11.84
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	0.00	0.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	0.7500		0.6600

icy97

SAMCHEM HOLDINGS BERHAD
04/05/2012 06:27:12 PM

EX-date	27/06/2012
Entitlement date	29/06/2012
Entitlement time	04:00:00 PM
Entitlement subject	First and Final Dividend
Entitlement description	A First and Final Single Tier Dividend of 4 sen per share for the financial year ended 31 December 2011
Period of interest payment	to
Financial Year End	31/12/2011
Share transfer book & register of members will be	29/06/2012 to 29/06/2012 closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	Bina Management (M) Sdn Bhd Lot 10, The Highway Centre Jalan 51/205 46050 Petaling Jaya, Selangor Tel: 03-7784 3922
Payment date	24/07/2012
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	29/06/2012
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)
Entitlement indicator	Currency
Currency	Malaysian Ringgit (MYR)
Entitlement in Currency	0.04

Remarks :

This First and Final Single Tier Dividend of 4 sen per share is subject to the approval of the shareholders at the Fifth Annual General Meeting of the Company to be held on 25 May 2012

lee5187

有人是这个公司的股东吗？

icy97

SUMMARY OF KEY FINANCIAL INFORMATION

31/03/2012

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/03/2012	31/03/2011	31/03/2012	31/03/2011
		$$'000	$$'000	$$'000	$$'000
1	Revenue	132,048	134,011	132,048	134,011
2	Profit/(loss) before tax	5,726	6,995	5,726	6,995
3	Profit/(loss) for the period	4,369	5,113	4,369	5,113
4	Profit/(loss) attributable to ordinary equity holders of the parent	3,883	4,929	3,883	4,929
5	Basic earnings/(loss) per share (Subunit)	2.86	3.62	2.86	3.62
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	0.00	0.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	0.7800		0.7600

icy97

印尼和越南業務起飛‧森化放眼雙位數成長

大馬  2012-05-25 19:01
（吉隆坡25日訊）森化集團（SAMCHEM，5147，主板貿服組）印尼與越南業務起飛，預料營業額貢獻將由上財政年38.5%更上層樓，儘管營運環境因歐債與全球經濟波動而挑戰重重，仍致力於在業績上取得雙位數成長。

該公司主席兼首席執行員吳定波說，該集團近年在印尼與越南取得強勁成長，這兩個新興市場人口與市場比大馬龐大，因而成長潛能無限，今年雖然沒有特定目標，但相信可為營業額貢獻約45%，未來幾年放眼海外業務與國內業務各佔半。

他今日在股東大會後說，目前正致力洽談成為兩地區的工業化學產品經銷商，進一步擴展兩國的營業額與出口。

他說，印尼超過3億人口與3倍大於大馬的市場，越南的市場與經濟也各呈活力，它們的親商政策使森化集團自兩年前進軍兩國以來，取得迅速成長。

根據各項經濟預測，印尼今年將取得6%經濟成長，越南可取得5.1%至5.7%成長，大馬約可獲4%至5%成長。

上財政年淨利增長9.3%至1千760萬1千令吉，主要受第四季淨利走低46.95%至279萬令吉所累。其中印越兩國出口增長53%至1億9千400萬令吉，並為營業額作出38.2%之貢獻（2010年為27.0%）。

大馬2011財政年營業額佔61.8%，或達3億1千340萬令吉。

他說，印尼與越南的市場契機龐大，需要忙上好幾年才能真正服務大部份市場，其後才考量擴展至印支的柬埔寨、寮國與緬甸；未有進軍中國的實際時間表。

其資本開銷包括在越南胡志明市建貨倉與化學混和廠，並於明年初在怡保2.25英畝建廠房與辦公室，以服務霹靂與北馬工業客戶。

續強化國內經銷網
談到大馬市場，他說，已在馬營運25年的森化集團將繼續建立產品組合和強化經銷網，以攫取國內工業成長的契機。

大馬製造業去年獲165億令吉外資，他相信工業對化學產品的需求有助該集團繼續成長。

談到外匯風險，他說，規避歐債風險心態使美元受追捧導致美元出人意表走挺，以美元計算的化學產品原料面臨波動，所幸得以把上述波動直接轉嫁，才穩住局面。

他說，該集團過去3年以淨利30%作為派息用途，雖然這不是固定的派息政策，感念股東諒解公司還在發展階段，未要求提高派息率。（星洲日報／財經）

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30/06/2012

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/06/2012	30/06/2011	30/06/2012	30/06/2011
		$$'000	$$'000	$$'000	$$'000

1	Revenue	131,053	123,677	263,101	257,688
2	Profit/(loss) before tax	3,731	8,677	9,457	15,672
3	Profit/(loss) for the period	2,434	6,153	6,803	11,266
4	Profit/(loss) attributable to ordinary equity holders of the parent	2,660	5,229	6,544	10,158
5	Basic earnings/(loss) per share (Subunit)	1.96	3.84	4.81	7.47
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	0.00	0.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	0.7800		0.7600

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30/09/2012

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/09/2012	30/09/2011	30/09/2012	30/09/2011
		$$'000	$$'000	$$'000	$$'000

1	Revenue	140,873	122,618	403,974	380,306
2	Profit/(loss) before tax	2,926	6,937	12,383	22,609
3	Profit/(loss) for the period	2,019	5,179	8,822	16,445
4	Profit/(loss) attributable to ordinary equity holders of the parent	1,504	4,653	8,048	14,811
5	Basic earnings/(loss) per share (Subunit)	1.11	3.42	5.92	10.89
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	0.00	0.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	0.7500		0.7600

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31/12/2012

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/12/2012	31/12/2011	31/12/2012	31/12/2011
		$$'000	$$'000	$$'000	$$'000

1	Revenue	122,497	127,089	526,471	507,395
2	Profit/(loss) before tax	426	2,981	12,809	25,590
3	Profit/(loss) for the period	395	2,727	9,217	19,172
4	Profit/(loss) attributable to ordinary equity holders of the parent	566	2,967	8,614	17,778
5	Basic earnings/(loss) per share (Subunit)	0.42	2.18	6.33	13.07
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	0.00	0.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	0.7600		0.7600

icy97

SAMCHEM HOLDINGS BERHAD

EX-date	04/06/2013
Entitlement date	06/06/2013
Entitlement time	04:00:00 PM
Entitlement subject	First and Final Dividend
Entitlement description	A First and Final Single Tier Dividend of 2.5 sen per share for the financial year ended 31 December 2012
Period of interest payment	to
Financial Year End	31/12/2012
Share transfer book & register of members will be	06/06/2013 to 06/06/2013 closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	Bina Management (M) Sdn Bhd Lot 10, The Highway Centre, Jalan 51/205, 46050 Petaling Jaya, Selangor. Tel: 03-77843922 Fax: 03-77841988
Payment date	28/06/2013
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	06/06/2013
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)
Entitlement indicator	Currency
Currency	Malaysian Ringgit (MYR)
Entitlement in Currency	0.025

icy97

森化扩大越南运作　三年贡献30%营业额

財经 2013年5月22日
（吉隆坡22日讯）森化集团（SAMCHEM，5147，主板贸服股）冀望越南运作，可在未来三年为该集团作出30%的营业额贡献。       

森化集团首席执行员吴定波表示，森化集团计划进一步扩大其在越南的运作。

「自我们在2010年进军越南以来，已目睹巨大的成长和潜能。越南运作的表现主要是因为该国的经济急速增长、人口扩展，以及企业友好的政府政策。展望未来，公司计划通过扩大经销网络，强化我们在越南的市场。」他在出席森化集团股东大会时如此表示。

营业额比重增至16%

其越南运作为森化集团2012財政年所作出的营业额贡献比重，从13.9%，提高至16.1%。

其在越南的运作持续获得双位数的增长率。其越南运作在2012財政年所作出的营业额贡献，从7050万令吉，成长20.2%，至8480万令吉。

森化集团目前为广泛的批发客户和直接客户提供服务，并在越南有约1000名客户。

该公司也涉及其他区域运作，包括新加坡和印尼，以及从大马总部出口。

其海外市场为森化集团2012財政年的营业额作出1亿6790万令吉的贡献，或占总营业额的32%比重。

国內市场而言，吴定波指出，该集团將继续爭取得更多的国內客户，以及利用其近期扩大的柔佛新山和怡保的设施，扩大其市占率。

森化集团在2012財政年耗资700万令吉提升厂房。

同时，该公司也通过派发每股2.5仙的一次过股息，。这表示其2012財政年的股息派发率为38.5%。

另一方面，森化集团2013財政年首季(截至3月31日止)净利按年上涨2.58%，达398万令吉。该集团单季营业额则按年降低5.17%，至1亿2522万令吉。[东方日报财经]

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31/03/2013

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/03/2013	31/03/2012	31/03/2013	31/03/2012
		$$'000	$$'000	$$'000	$$'000

1	Revenue	125,220	132,048	125,220	132,048
2	Profit/(loss) before tax	5,844	5,726	5,844	5,726
3	Profit/(loss) for the period	4,318	4,369	4,318	4,369
4	Profit/(loss) attributable to ordinary equity holders of the parent	3,983	3,883	3,983	3,883
5	Basic earnings/(loss) per share (Subunit)	2.93	2.86	2.93	2.86
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	0.00	0.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	0.7900		0.7600

icy97

SAMCHEM HOLDINGS BERHAD

Type	Announcement
Subject	OTHERS
Description	ACQUISITION OF A WHOLLY-OWNED SUBSIDIARY IN MALAYSIA
ACQUISITION OF A WHOLLY-OWNED SUBSIDIARY IN MALAYSIA 1. INTRODUCTION Samchem Holdings Berhad ("SHB or the Company") wishes to announce that the Company has completed the acquisition of the remaining equity interest of 24% , representing 160,320 ordinary shares of RM1.00 each in SAMCHEM ENVIRO CYCLE SDN BHD (Company No. 771226-K). (“SAMCHEM ENVIRO CYCLE”) from Mr. Amirudin Bin Kasim and Madam Wee Chai Peng respectively for a total purchase consideration of RM224,448.00 and satisfied by cash. After the above acquisition, SAMCHEM ENVIRO CYCLE becomes a wholly-owned subsidiary company. 2. INFORMATION ON SUBSIDIARY      Name of Subsidiary  : SAMCHEM ENVIRO CYCLE SDN BHD      Country of Incorporation   :  Malaysia      Authorised Share Capital  : RM1,000,000/- divided into 1,000,000 ordinary shares of RM1.00 each      Issued and Paid-up Share Capital: RM668,000/- only divided into 668,000 ordinary shares of RM1.00 each      Principal Activity   : collecting, recycling and supplying reconditioned drums 3.  FINANCIAL EFFECTS The acquisition will not have a material effect on the earnings per share and net assets per share of the Company for the financial year ending 31 December 2013. There is no impact on the share capital and substantial shareholders’ shareholdings in the Company as the acquisition is a cash transaction. The consideration will be funded by internally generated funds and that there are no liabilities to be assumed by the Company arising from the above acquisition. 4.  DIRECTORS' AND SUBSTANTIAL SHAREHOLDERS’ INTEREST Save for Ng Thin Poh who is the common director of SAMCHEM ENVIRO CYCLE, none of the other Directors and/or substantial shareholders of the Company and/or persons connected with him has any interest, direct or indirect, in the above acquisition. 5.    PERCENTAGE RATIO OF THE ACQUISITION Pursuant to Paragraph 10.02(g) of the Main Market Listing Requirements of the Bursa Malaysia Securities Berhad, the highest percentage ratio of the Acquisition is 0.24% This announcement is dated 4 July 2013.

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30/06/2013

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/06/2013	30/06/2012	30/06/2013	30/06/2012
		$$'000	$$'000	$$'000	$$'000

1	Revenue	139,422	131,053	264,643	263,101
2	Profit/(loss) before tax	3,511	3,731	9,355	9,457
3	Profit/(loss) for the period	2,461	2,434	6,778	6,803
4	Profit/(loss) attributable to ordinary equity holders of the parent	2,327	2,660	6,309	6,544
5	Basic earnings/(loss) per share (Subunit)	1.71	1.96	4.64	4.81
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	0.00	0.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	0.7800		0.7600

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30/09/2013

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/09/2013	30/09/2012	30/09/2013	30/09/2012
		$$'000	$$'000	$$'000	$$'000

1	Revenue	136,792	140,873	401,435	403,974
2	Profit/(loss) before tax	3,220	2,926	12,575	12,383
3	Profit/(loss) for the period	2,336	2,019	9,114	8,822
4	Profit/(loss) attributable to ordinary equity holders of the parent	2,122	1,504	8,431	8,048
5	Basic earnings/(loss) per share (Subunit)	1.56	1.11	6.20	5.92
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	0.00	0.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	0.8000		0.7600